Ross Kirshner

[Jason Staats⚡ @jasononfirms]

We put together a (new) 50-minute masterclass on how to optimize your 1040 tax prep process

5 members of my team spent 2 weeks on this one. It may be the most complete 1040 workflow resource on the web.

It's broken down into 11 steps:

1. Engage
2. Schedule
3. Intake
4. Workpaper Prep
5. Request
6. Input
7. Self-Review
8. First Review
9. Partner Review
10. Billing
11. Delivery

For each step we cover:

• The ways firms do (or don't) do it
• The leading tech to enable it
• Whether AI can automate it
• And how to deskill it

Important: you'll be shocked to see how firms use wildly different levels of expertise to get the same work out the door, so deskilling is a big talking point throughout the video.

I'll DM you the private link, no email addy required:
1. Reply with "1040"
2. Retweet

Let's get those 1040s out the door like never before 🤜🤛

[Ross Kirshner @ThetaSigma52]

@tryjasononline 1040

[Ross Kirshner @ThetaSigma52]

@FortWayneCPA Thank you for your thoughts

[Ross Kirshner @ThetaSigma52]

@FortWayneCPA does your firm have a parental leave policy? Trying to see what is typical for small firms.

[Ross Kirshner @ThetaSigma52]

@FortWayneCPA The firm is preliminary open to the first two weeks using PTO, but seem initially skeptical of why i need to be hybrid/remote after that.

[Ross Kirshner @ThetaSigma52]

@tryjasononline Can you do an episode on small firms (less than 10 people) and offering parental leave?

[Ross Kirshner @ThetaSigma52]

Is there a way to private message you? I think it has to do with my lack of verification here? I also sent you a linked in request. Sorry for the technical hiccup 😬

[Ross Kirshner @ThetaSigma52]

@bsuecannon do you offer workshops on client scheduling? If so what is the cost? I want to pitch it to my firm.

[Ross Kirshner @ThetaSigma52]

@FortWayneCPA do you have any advice about young CPAs buying into their current firm?

[Ross Kirshner @ThetaSigma52]

@bsuecannon @AnnMIronsCPALLC @JacobOberlander @vipcpa Do you use a special software tool to monitor dates or just use excel/outlook? I love the idea of scheduling people but have had less than optimal results in reality.

[Ross Kirshner @ThetaSigma52]

@bsuecannon @AnnMIronsCPALLC @JacobOberlander @vipcpa How do you handle people who don’t meet their timeline? There comes a point where things are out of their control because of delayed 1099s or K-1s. Do you have hard deadlines?

[Ross Kirshner @ThetaSigma52]

@bsuecannon But have had issues because clients don’t respond or their bookkeepers are procrastinators.

[Ross Kirshner @ThetaSigma52]

@bsuecannon Are you mainly preparing individuals? We have a lot of clients waiting on K-1s throughout the season. We have a lot of enterprise clients/funds trying to get out K-1s/grantor letters to investors. We’ve tried scheduling

[Ross Kirshner @ThetaSigma52]

@JStaatsCPA Thank you so much!!

[Ross Kirshner @ThetaSigma52]

@JStaatsCPA which episode did you talk about being a technician vs a fire fighter. I want to re listen to that episode. It will be helpful in taking with my bosses about improving the firm

[Ross Kirshner @ThetaSigma52]

@DiscussingFilm Poot and Harro!

[Ross Kirshner @ThetaSigma52]

@seattle_tax Like we don’t check to see if the client sold a security at a loss at Fidelity but then rebought it at Merrill Lynch. Does that make sense? Our main concern is reporting any wash sales noted on the 1099-b or market discount adjustments. 2/2

[Ross Kirshner @ThetaSigma52]

@seattle_tax We check for wash sales and other adjustments within each individual brokerage account. We check the subtotals within each category (ST-A, LT-D, etc) Are we checking if there are unreported wash sales? I don’t know if that is practical. 1/2